Global Market Outlook - 2020 and Beyond

Presented by

Philip Lawlor, managing director and head of Global Investment Research

About this talk

What is priced into markets and what are the potential drivers & threats to risk appetite? Join our webinar for an examination of the status of key global market drivers including the macroeconomic, liquidity, valuation, EPS and factor cycles to assess what is already discounted and what constitutes potential positive drivers and potential threats to risk appetite over the next few months. We will also consider the impact the forthcoming US Presidential election could have on investor sentiment. Key discussion points during this 30-minute global market outlook, will include: - What has driven US and EM equity outperformance? - Are we on the cusp of a ‘Stagflation’ scare? - US election risks - Belief in the ‘Fed Put’ v fear of a ‘Liquidity trap’ - Elevated valuations – how should they be interpreted? - Glimmers of hope in the profit cycle
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